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State Street SPDR Bloomberg Convertible Securities ETF

346 hedge funds and large institutions have $2.79B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 140 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 3034 (+4)

13% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 124

12% more capital invested

Capital invested by funds: $2.5B → $2.79B (+$291M)

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0.61% more ownership

Funds ownership: 56.69%57.31% (+0.61%)

0% less funds holding

Funds holding: 347346 (-1)

8% less call options, than puts

Call options by funds: $588K | Put options by funds: $642K

Holders
346
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
7.91%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.78%
New
38
Increased
140
Reduced
124
Closed
36
Calls
$588K
Puts
$642K
Net Calls
-$54K
Net Calls Change
+$844K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$6.05M -$63.4K -1,182 -1%
CWM
77
Capital Wealth Management
Rhode Island
$6.01M -$39.6K -738 -0.7%
AG
78
Appleton Group
Wisconsin
$5.93M -$276K -5,157 -4%
BTS
79
BB&T Securities
Virginia
$5.93M +$676K +12,620 +13%
GFPC
80
Global Financial Private Capital
Florida
$5.91M -$715K -13,343 -11%
FWM
81
FFT Wealth Management
Pennsylvania
$5.76M -$480K -8,957 -8%
Creative Planning
82
Creative Planning
Kansas
$5.68M -$497K -9,274 -8%
RWA
83
River Wealth Advisors
Pennsylvania
$5.67M +$392K +7,319 +7%
LA
84
LexAurum Advisors
Kansas
$5.37M +$1.49M +27,781 +39%
ACM
85
AlphaStar Capital Management
North Carolina
$5.31M -$2.44M -45,546 -32%
WA
86
Winfield Associates
Ohio
$5.24M +$186K +3,475 +4%
GIM
87
Goelzer Investment Management
Indiana
$5.2M +$108K +2,016 +2%
CWM
88
Cornerstone Wealth Management
Missouri
$5.2M -$282K -5,267 -2%
NAM
89
NTV Asset Management
West Virginia
$4.93M +$21.4K +400 +0.4%
SIAP
90
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.83M -$33K -615 -0.7%
SBL
91
Sargent Bickham Lagudis
Colorado
$4.81M +$1.62M +30,184 +51%
CAG
92
Csenge Advisory Group
Florida
$4.78M +$562K +10,478 +12%
ONST
93
Old North State Trust
North Carolina
$4.59M +$4.56M +85,118 New
IWA
94
IBEX Wealth Advisors
New Jersey
$4.47M +$242K +4,510 +6%
EAMA
95
EFG Asset Management (Americas)
Florida
$4.42M -$4.34K -81 -0.1%
AIA
96
Arrow Investment Advisors
Maryland
$4.21M +$184K +3,428 +5%
CI
97
Cavalier Investments
Georgia
$4.08M +$4.06M +75,727 New
WCM
98
Weatherstone Capital Management
Colorado
$4.01M +$3.99M +74,412 New
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$3.98M +$413K +7,713 +12%
ML
100
McAdam LLC
Pennsylvania
$3.92M +$107K +2,003 +3%